How Zoom’s ‘Zoom Ahead’ Brand Push And AI Messaging At Zoom Communications (ZM) Has Changed Its Investment Story

• Zoom Communications recently rolled out its "Zoom Ahead" brand campaign, created with Colin Jost’s No Notes Productions and featuring Bowen Yang, with high-profile placements that began during the U.S. College Football Playoffs and will extend through the Super Bowl pre-show and into Spring 2026.
• By pairing this marketing push with strong customer satisfaction scores, including an NPS of 58 and recognition in Gartner’s UCaaS and CCaaS Magic Quadrants, Zoom is signaling confidence in its AI-first platform and long-term positioning in workplace communications.
• Next, we’ll examine how this high-profile "Zoom Ahead" campaign and its strong customer feedback may influence Zoom’s existing investment narrative.

The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

Zoom Communications Investment Narrative Recap

To own Zoom, you have to believe it can evolve from a single-purpose meeting tool into a broader AI-first workplace platform while defending its share against larger suites. The new "Zoom Ahead" campaign lifts brand visibility but does not materially change the near term catalyst, which still centers on Zoom proving it can grow revenue beyond a mature core meetings market. The biggest immediate risk remains intensifying competition and bundle pricing from full-suite providers.

The "Zoom Ahead" launch is timely alongside Zoom’s ongoing share repurchase program, which has retired over 32.5 million shares for about US$2,389.68 million. For investors watching catalysts, this combination of brand investment and buybacks ties the product story to per share metrics just as Zoom works to diversify beyond video meetings.

Yet despite the higher profile, investors should be aware that rising competition from bundled enterprise platforms could...

Read the full narrative on Zoom Communications (it's free!)

Zoom Communications' narrative projects $5.3 billion revenue and $1.2 billion earnings by 2028. This requires 3.4% yearly revenue growth and flat earnings with no change from the current $1.2 billion.

Uncover how Zoom Communications' forecasts yield a $94.58 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Nine Simply Wall St Community fair value estimates for Zoom span roughly US$85 to about US$123, showing how far apart individual expectations can be. Against that backdrop, ongoing competition from bundled enterprise platforms could weigh on Zoom’s ability to turn its new AI-first positioning into durable growth, so it is worth weighing several of these perspectives before forming a view.

Explore 9 other fair value estimates on Zoom Communications - why the stock might be worth as much as 37% more than the current price!

Build Your Own Zoom Communications Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Zoom Communications research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Zoom Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zoom Communications' overall financial health at a glance.

Looking For Alternative Opportunities?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

• Rare earth metals are the new gold rush. Find out which 37 stocks are leading the charge.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com